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2021-11-22
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Fujifilm to spend $5bn to become global contract drugmaker<blockquote>富士胶片将斥资50亿美元成为全球合同制药商</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":872551136,"tweetId":"872551136","gmtCreate":1637550625535,"gmtModify":1637550650552,"author":{"id":3575098910724577,"idStr":"3575098910724577","authorId":3575098910724577,"authorIdStr":"3575098910724577","name":"G7","avatar":"https://static.tigerbbs.com/239026a67b093628454229400edb283a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>good</p></body></html>","htmlText":"<html><head></head><body><p>good</p></body></html>","text":"good","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/872551136","repostId":1108872503,"repostType":4,"repost":{"id":"1108872503","kind":"news","pubTimestamp":1637550331,"share":"https://www.laohu8.com/m/news/1108872503?lang=zh_CN&edition=full","pubTime":"2021-11-22 11:05","market":"us","language":"en","title":"Fujifilm to spend $5bn to become global contract drugmaker<blockquote>富士胶片将斥资50亿美元成为全球合同制药商</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108872503","media":"Nikkei Asia","summary":"Opportunity seen in outsourcing trend similar to chip industry\nFujifilm plans to introduce a new pro","content":"<p>Opportunity seen in outsourcing trend similar to chip industry</p><p><blockquote>类似芯片行业的外包趋势中看到的机会</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cffcbada03c1878d7dd688d377607e1\" tg-width=\"1400\" tg-height=\"787\" width=\"100%\" height=\"auto\"><span>Fujifilm plans to introduce a new production system that can produce antibodies with high purity more efficiently at its plant in the U.K. (Photo courtesy of Fujifilm)</span></p><p><blockquote><p class=\"t-img-caption\"><span>富士胶片计划在其英国工厂引入一种新的生产系统，可以更高效地生产高纯度抗体。（富士胶片供图）</span></p></blockquote></p><p> TOKYO -- Fujifilm Holdings is staking its future on becoming a provider of drug development and manufacturing services to other pharmaceutical companies.</p><p><blockquote>东京——富士胶片控股公司将其未来押注于成为其他制药公司的药物开发和制造服务提供商。</blockquote></p><p> The Japanese company is spending 600 billion yen ($5.25 billion) to gain a foothold in a market that is expected to grow rapidly in the coming years. It decided at the end of June to increase its investment by 90 billion yen, betting that it can become the pharmaceutical industry's answer to Taiwan Semiconductor Manufacturing Co., which specializes in making computer chips designed by others.</p><p><blockquote>这家日本公司正斥资6000亿日元（52.5亿美元）在一个预计未来几年将快速增长的市场中站稳脚跟。它在6月底决定增加900亿日元的投资，押注它可以成为制药业对专门制造他人设计的计算机芯片的台积电公司的回答。</blockquote></p><p> As in the chip industry, there is a growing trend among big drugmakers to farm out some or all of their development and manufacturing to specialists. One factor driving the trend is the growing diversity of treatments and drugmaking technologies.</p><p><blockquote>与芯片行业一样，大型制药商越来越倾向于将部分或全部开发和制造外包给专家。推动这一趋势的一个因素是治疗和制药技术的日益多样化。</blockquote></p><p> As new treatments such as antibody drugs, cell therapies and gene therapies have become widely available, pharmaceutical companies face much tougher challenges developing and marketing drugs.</p><p><blockquote>随着抗体药物、细胞疗法和基因疗法等新疗法的广泛应用，制药公司在开发和营销药物方面面临着更加严峻的挑战。</blockquote></p><p> Another factor is the huge investment needed to develop and manufacture biopharmaceuticals -- drugs derived from biological processes, such as blood products. This has opened the door for contract development and manufacturing organizations (CDMOs) of the sort Fujifilm hopes to become.</p><p><blockquote>另一个因素是开发和制造生物制药所需的巨额投资——来自生物过程的药物，如血液制品。这为富士胶片希望成为的合同开发和制造组织(CDMO)打开了大门。</blockquote></p><p> Developing a new drug and bringing it to the market typically takes around 10 years and carries with it a huge risk of failure. The economics of the business argue for outsourcing: It makes sense for pharmaceutical companies to focus on lab operations drug discovery, and leaving steps such as cell line development, clinical trials and commercial manufacturing to service providers like CDMOs. \"We want to focus our management resources on drug discovery and marketing,\" says an executive at a major Japanese drugmaker.</p><p><blockquote>开发一种新药并将其推向市场通常需要大约10年的时间，并且伴随着巨大的失败风险。商业经济学支持外包：制药公司专注于实验室运营药物发现，将细胞系开发、临床试验和商业制造等步骤留给CDMO等服务提供商是有意义的。“我们希望将管理资源集中在药物发现和营销上，”日本一家大型制药商的高管表示。</blockquote></p><p> Takahiro Mori, a senior analyst at Mizuho Securities, predicts steady growth for outsourcing in the biopharmaceutical industry. \"Major pharmaceutical companies are putting less priority on investment in complex and sophisticated production technology for such drugs,\" he points out.</p><p><blockquote>瑞穗证券高级分析师Takahiro Mori预测生物制药行业的外包将稳步增长。“大型制药公司不再优先考虑对此类药物复杂精密生产技术的投资，”他指出。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d4e0ef42e741341d1e8a618f8564c23\" tg-width=\"770\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Fujifilm believes it can be a major player in contract development and manufacturing of drugs by capitalizing on its competitive production technology. (File photo by AP)</span></p><p><blockquote><p class=\"t-img-caption\"><span>富士胶片相信，通过利用其有竞争力的生产技术，它可以成为药物合同开发和制造的主要参与者。（美联社资料照片）</span></p></blockquote></p><p> In fact, more big drugmakers are selling off their manufacturing operations these days. Swiss pharmaceutical giant Novartis sold its U.S. production facility for gene therapies to AGC in August. AstraZeneca of Britain sold its U.S. plant to AGC in June 2020.</p><p><blockquote>事实上，如今越来越多的大型制药商正在出售其制造业务。瑞士制药巨头诺华于8月将其在美国的基因疗法生产设施出售给AGC。英国阿斯利康于2020年6月将其美国工厂出售给AGC。</blockquote></p><p> Research and Markets has forecast the CDMO market will grow by 50% to $241 billion by 2024, compared with 2020. The market is currently dominated by Lonza Group, a Swiss company, Boehringer Ingelheim of Germany and Samsung Biologics of South Korea. Together, they control around 70% of the global market in terms of production capacity.</p><p><blockquote>Research and Markets预测，到2024年，CDMO市场将比2020年增长50%，达到2410亿美元。该市场目前由瑞士龙沙集团、德国勃林格殷格翰和韩国三星生物制品公司主导。就产能而言，它们合计控制着全球市场约70%的份额。</blockquote></p><p> In particular, Samsung Biologics is using its financial muscle to expand, spending around $1.4 billion on a new plant that will raise its capacity by 70% next year. It has further plans for growth</p><p><blockquote>特别是，三星生物制品公司正在利用其财务实力进行扩张，斥资约14亿美元建设新工厂，明年产能将提高70%。它有进一步的增长计划</blockquote></p><p> Fujifilm is late to the race but hopes its competitive production technology will help it catch up. The Japanese company plans to introduce a new production system that can more efficiently make antibodies with high purity in its plant in the U.K. Fujifilm describes the system as a \"fully integrated continuous processing facility.\"</p><p><blockquote>富士胶片在这场竞赛中姗姗来迟，但希望其有竞争力的生产技术将帮助其迎头赶上。这家日本公司计划在其英国工厂引入一种新的生产系统，可以更有效地生产高纯度抗体。富士胶片将该系统描述为“完全集成的连续加工设施”。</blockquote></p><p> Fujifilm's continuous processing approach offers a cost-effective alternative to traditional batch cell culturing, allowing higher efficiency, along with better, more consistent product quality, the company says. Because it allows continuous production, the system does not require large tanks, reducing the required investment by 70% and overall production costs by around 30%, according to Fujifilm. The company says the amount of antibodies that can be harvested is three times higher with its continuous production method, compared with conventional batch production.</p><p><blockquote>该公司表示，富士胶片的连续处理方法为传统的批量细胞培养提供了一种经济高效的替代方案，可以实现更高的效率以及更好、更一致的产品质量。富士胶片表示，由于该系统允许连续生产，因此不需要大型储罐，因此所需投资减少了70%，总体生产成本降低了30%左右。该公司表示，与传统批量生产相比，其连续生产方法可收获的抗体量高出三倍。</blockquote></p><p></p><p> Continuous production, however, requires highly precise control of the entire cell culturing process, as well as sophisticated refining technology and equipment. It also demands an enormous amount of culture media -- 30 to 40 times more than is used in batch production. These technological and cost challenges have hindered widespread use of continuous production for biopharmaceuticals. Fujifilm has taken advantage of its design capabilities in film production and other businesses to develop new equipment for its continuous production system.</p><p><blockquote>然而，连续生产需要对整个细胞培养过程进行高度精确的控制，以及精密的精制技术和设备。它还需要大量的培养基——比批量生产中使用的培养基多30到40倍。这些技术和成本挑战阻碍了生物制药连续生产的广泛使用。富士胶片利用其在胶片生产和其他业务中的设计能力，为其连续生产系统开发了新设备。</blockquote></p><p> Takatoshi Ishikawa, a senior executive vice president in charge of the company's Bio CDMO division, calls Fujifilm's new production system \"a game-changer\" that will put it in a strong position to become the market leader. The company is already in talks with more than one major pharmaceutical company over the new technology.</p><p><blockquote>负责该公司生物CDMO部门的高级执行副总裁Takatoshi Ishikawa表示，评级富士胶片的新生产系统“改变了游戏规则”，将使其处于成为市场领导者的有利地位。该公司已经在与不止一家大型制药公司就这项新技术进行谈判。</blockquote></p><p> Fujifilm aims to raise the sales in its CDMO business to 200 billion yen by the year through March 2025, double the figure for the year that ended in March 2021, and achieve annual sales growth of 20% in subsequent years.</p><p><blockquote>富士胶片的目标是到2025年3月将CDMO业务的销售额提高到2000亿日元，比截至2021年3月的一年翻一番，并在随后几年实现20%的年销售额增长。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fujifilm to spend $5bn to become global contract drugmaker<blockquote>富士胶片将斥资50亿美元成为全球合同制药商</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFujifilm to spend $5bn to become global contract drugmaker<blockquote>富士胶片将斥资50亿美元成为全球合同制药商</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nikkei Asia</strong><span class=\"h-time small\">2021-11-22 11:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Opportunity seen in outsourcing trend similar to chip industry</p><p><blockquote>类似芯片行业的外包趋势中看到的机会</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cffcbada03c1878d7dd688d377607e1\" tg-width=\"1400\" tg-height=\"787\" width=\"100%\" height=\"auto\"><span>Fujifilm plans to introduce a new production system that can produce antibodies with high purity more efficiently at its plant in the U.K. (Photo courtesy of Fujifilm)</span></p><p><blockquote><p class=\"t-img-caption\"><span>富士胶片计划在其英国工厂引入一种新的生产系统，可以更高效地生产高纯度抗体。（富士胶片供图）</span></p></blockquote></p><p> TOKYO -- Fujifilm Holdings is staking its future on becoming a provider of drug development and manufacturing services to other pharmaceutical companies.</p><p><blockquote>东京——富士胶片控股公司将其未来押注于成为其他制药公司的药物开发和制造服务提供商。</blockquote></p><p> The Japanese company is spending 600 billion yen ($5.25 billion) to gain a foothold in a market that is expected to grow rapidly in the coming years. It decided at the end of June to increase its investment by 90 billion yen, betting that it can become the pharmaceutical industry's answer to Taiwan Semiconductor Manufacturing Co., which specializes in making computer chips designed by others.</p><p><blockquote>这家日本公司正斥资6000亿日元（52.5亿美元）在一个预计未来几年将快速增长的市场中站稳脚跟。它在6月底决定增加900亿日元的投资，押注它可以成为制药业对专门制造他人设计的计算机芯片的台积电公司的回答。</blockquote></p><p> As in the chip industry, there is a growing trend among big drugmakers to farm out some or all of their development and manufacturing to specialists. One factor driving the trend is the growing diversity of treatments and drugmaking technologies.</p><p><blockquote>与芯片行业一样，大型制药商越来越倾向于将部分或全部开发和制造外包给专家。推动这一趋势的一个因素是治疗和制药技术的日益多样化。</blockquote></p><p> As new treatments such as antibody drugs, cell therapies and gene therapies have become widely available, pharmaceutical companies face much tougher challenges developing and marketing drugs.</p><p><blockquote>随着抗体药物、细胞疗法和基因疗法等新疗法的广泛应用，制药公司在开发和营销药物方面面临着更加严峻的挑战。</blockquote></p><p> Another factor is the huge investment needed to develop and manufacture biopharmaceuticals -- drugs derived from biological processes, such as blood products. This has opened the door for contract development and manufacturing organizations (CDMOs) of the sort Fujifilm hopes to become.</p><p><blockquote>另一个因素是开发和制造生物制药所需的巨额投资——来自生物过程的药物，如血液制品。这为富士胶片希望成为的合同开发和制造组织(CDMO)打开了大门。</blockquote></p><p> Developing a new drug and bringing it to the market typically takes around 10 years and carries with it a huge risk of failure. The economics of the business argue for outsourcing: It makes sense for pharmaceutical companies to focus on lab operations drug discovery, and leaving steps such as cell line development, clinical trials and commercial manufacturing to service providers like CDMOs. \"We want to focus our management resources on drug discovery and marketing,\" says an executive at a major Japanese drugmaker.</p><p><blockquote>开发一种新药并将其推向市场通常需要大约10年的时间，并且伴随着巨大的失败风险。商业经济学支持外包：制药公司专注于实验室运营药物发现，将细胞系开发、临床试验和商业制造等步骤留给CDMO等服务提供商是有意义的。“我们希望将管理资源集中在药物发现和营销上，”日本一家大型制药商的高管表示。</blockquote></p><p> Takahiro Mori, a senior analyst at Mizuho Securities, predicts steady growth for outsourcing in the biopharmaceutical industry. \"Major pharmaceutical companies are putting less priority on investment in complex and sophisticated production technology for such drugs,\" he points out.</p><p><blockquote>瑞穗证券高级分析师Takahiro Mori预测生物制药行业的外包将稳步增长。“大型制药公司不再优先考虑对此类药物复杂精密生产技术的投资，”他指出。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d4e0ef42e741341d1e8a618f8564c23\" tg-width=\"770\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Fujifilm believes it can be a major player in contract development and manufacturing of drugs by capitalizing on its competitive production technology. (File photo by AP)</span></p><p><blockquote><p class=\"t-img-caption\"><span>富士胶片相信，通过利用其有竞争力的生产技术，它可以成为药物合同开发和制造的主要参与者。（美联社资料照片）</span></p></blockquote></p><p> In fact, more big drugmakers are selling off their manufacturing operations these days. Swiss pharmaceutical giant Novartis sold its U.S. production facility for gene therapies to AGC in August. AstraZeneca of Britain sold its U.S. plant to AGC in June 2020.</p><p><blockquote>事实上，如今越来越多的大型制药商正在出售其制造业务。瑞士制药巨头诺华于8月将其在美国的基因疗法生产设施出售给AGC。英国阿斯利康于2020年6月将其美国工厂出售给AGC。</blockquote></p><p> Research and Markets has forecast the CDMO market will grow by 50% to $241 billion by 2024, compared with 2020. The market is currently dominated by Lonza Group, a Swiss company, Boehringer Ingelheim of Germany and Samsung Biologics of South Korea. Together, they control around 70% of the global market in terms of production capacity.</p><p><blockquote>Research and Markets预测，到2024年，CDMO市场将比2020年增长50%，达到2410亿美元。该市场目前由瑞士龙沙集团、德国勃林格殷格翰和韩国三星生物制品公司主导。就产能而言，它们合计控制着全球市场约70%的份额。</blockquote></p><p> In particular, Samsung Biologics is using its financial muscle to expand, spending around $1.4 billion on a new plant that will raise its capacity by 70% next year. It has further plans for growth</p><p><blockquote>特别是，三星生物制品公司正在利用其财务实力进行扩张，斥资约14亿美元建设新工厂，明年产能将提高70%。它有进一步的增长计划</blockquote></p><p> Fujifilm is late to the race but hopes its competitive production technology will help it catch up. The Japanese company plans to introduce a new production system that can more efficiently make antibodies with high purity in its plant in the U.K. Fujifilm describes the system as a \"fully integrated continuous processing facility.\"</p><p><blockquote>富士胶片在这场竞赛中姗姗来迟，但希望其有竞争力的生产技术将帮助其迎头赶上。这家日本公司计划在其英国工厂引入一种新的生产系统，可以更有效地生产高纯度抗体。富士胶片将该系统描述为“完全集成的连续加工设施”。</blockquote></p><p> Fujifilm's continuous processing approach offers a cost-effective alternative to traditional batch cell culturing, allowing higher efficiency, along with better, more consistent product quality, the company says. Because it allows continuous production, the system does not require large tanks, reducing the required investment by 70% and overall production costs by around 30%, according to Fujifilm. The company says the amount of antibodies that can be harvested is three times higher with its continuous production method, compared with conventional batch production.</p><p><blockquote>该公司表示，富士胶片的连续处理方法为传统的批量细胞培养提供了一种经济高效的替代方案，可以实现更高的效率以及更好、更一致的产品质量。富士胶片表示，由于该系统允许连续生产，因此不需要大型储罐，因此所需投资减少了70%，总体生产成本降低了30%左右。该公司表示，与传统批量生产相比，其连续生产方法可收获的抗体量高出三倍。</blockquote></p><p></p><p> Continuous production, however, requires highly precise control of the entire cell culturing process, as well as sophisticated refining technology and equipment. It also demands an enormous amount of culture media -- 30 to 40 times more than is used in batch production. These technological and cost challenges have hindered widespread use of continuous production for biopharmaceuticals. Fujifilm has taken advantage of its design capabilities in film production and other businesses to develop new equipment for its continuous production system.</p><p><blockquote>然而，连续生产需要对整个细胞培养过程进行高度精确的控制，以及精密的精制技术和设备。它还需要大量的培养基——比批量生产中使用的培养基多30到40倍。这些技术和成本挑战阻碍了生物制药连续生产的广泛使用。富士胶片利用其在胶片生产和其他业务中的设计能力，为其连续生产系统开发了新设备。</blockquote></p><p> Takatoshi Ishikawa, a senior executive vice president in charge of the company's Bio CDMO division, calls Fujifilm's new production system \"a game-changer\" that will put it in a strong position to become the market leader. The company is already in talks with more than one major pharmaceutical company over the new technology.</p><p><blockquote>负责该公司生物CDMO部门的高级执行副总裁Takatoshi Ishikawa表示，评级富士胶片的新生产系统“改变了游戏规则”，将使其处于成为市场领导者的有利地位。该公司已经在与不止一家大型制药公司就这项新技术进行谈判。</blockquote></p><p> Fujifilm aims to raise the sales in its CDMO business to 200 billion yen by the year through March 2025, double the figure for the year that ended in March 2021, and achieve annual sales growth of 20% in subsequent years.</p><p><blockquote>富士胶片的目标是到2025年3月将CDMO业务的销售额提高到2000亿日元，比截至2021年3月的一年翻一番，并在随后几年实现20%的年销售额增长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://asia.nikkei.com/Business/Health-Care/Fujifilm-to-spend-5bn-to-become-global-contract-drugmaker\">Nikkei Asia</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FUJIF":"FUJIFILM Holdings Corp."},"source_url":"https://asia.nikkei.com/Business/Health-Care/Fujifilm-to-spend-5bn-to-become-global-contract-drugmaker","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108872503","content_text":"Opportunity seen in outsourcing trend similar to chip industry\nFujifilm plans to introduce a new production system that can produce antibodies with high purity more efficiently at its plant in the U.K. (Photo courtesy of Fujifilm)\nTOKYO -- Fujifilm Holdings is staking its future on becoming a provider of drug development and manufacturing services to other pharmaceutical companies.\nThe Japanese company is spending 600 billion yen ($5.25 billion) to gain a foothold in a market that is expected to grow rapidly in the coming years. It decided at the end of June to increase its investment by 90 billion yen, betting that it can become the pharmaceutical industry's answer to Taiwan Semiconductor Manufacturing Co., which specializes in making computer chips designed by others.\nAs in the chip industry, there is a growing trend among big drugmakers to farm out some or all of their development and manufacturing to specialists. One factor driving the trend is the growing diversity of treatments and drugmaking technologies.\nAs new treatments such as antibody drugs, cell therapies and gene therapies have become widely available, pharmaceutical companies face much tougher challenges developing and marketing drugs.\nAnother factor is the huge investment needed to develop and manufacture biopharmaceuticals -- drugs derived from biological processes, such as blood products. This has opened the door for contract development and manufacturing organizations (CDMOs) of the sort Fujifilm hopes to become.\nDeveloping a new drug and bringing it to the market typically takes around 10 years and carries with it a huge risk of failure. The economics of the business argue for outsourcing: It makes sense for pharmaceutical companies to focus on lab operations drug discovery, and leaving steps such as cell line development, clinical trials and commercial manufacturing to service providers like CDMOs. \"We want to focus our management resources on drug discovery and marketing,\" says an executive at a major Japanese drugmaker.\nTakahiro Mori, a senior analyst at Mizuho Securities, predicts steady growth for outsourcing in the biopharmaceutical industry. \"Major pharmaceutical companies are putting less priority on investment in complex and sophisticated production technology for such drugs,\" he points out.\nFujifilm believes it can be a major player in contract development and manufacturing of drugs by capitalizing on its competitive production technology. (File photo by AP)\nIn fact, more big drugmakers are selling off their manufacturing operations these days. Swiss pharmaceutical giant Novartis sold its U.S. production facility for gene therapies to AGC in August. AstraZeneca of Britain sold its U.S. plant to AGC in June 2020.\nResearch and Markets has forecast the CDMO market will grow by 50% to $241 billion by 2024, compared with 2020. The market is currently dominated by Lonza Group, a Swiss company, Boehringer Ingelheim of Germany and Samsung Biologics of South Korea. Together, they control around 70% of the global market in terms of production capacity.\nIn particular, Samsung Biologics is using its financial muscle to expand, spending around $1.4 billion on a new plant that will raise its capacity by 70% next year. It has further plans for growth\nFujifilm is late to the race but hopes its competitive production technology will help it catch up. The Japanese company plans to introduce a new production system that can more efficiently make antibodies with high purity in its plant in the U.K. Fujifilm describes the system as a \"fully integrated continuous processing facility.\"\nFujifilm's continuous processing approach offers a cost-effective alternative to traditional batch cell culturing, allowing higher efficiency, along with better, more consistent product quality, the company says. Because it allows continuous production, the system does not require large tanks, reducing the required investment by 70% and overall production costs by around 30%, according to Fujifilm. The company says the amount of antibodies that can be harvested is three times higher with its continuous production method, compared with conventional batch production.\nContinuous production, however, requires highly precise control of the entire cell culturing process, as well as sophisticated refining technology and equipment. It also demands an enormous amount of culture media -- 30 to 40 times more than is used in batch production. These technological and cost challenges have hindered widespread use of continuous production for biopharmaceuticals. Fujifilm has taken advantage of its design capabilities in film production and other businesses to develop new equipment for its continuous production system.\nTakatoshi Ishikawa, a senior executive vice president in charge of the company's Bio CDMO division, calls Fujifilm's new production system \"a game-changer\" that will put it in a strong position to become the market leader. The company is already in talks with more than one major pharmaceutical company over the new technology.\nFujifilm aims to raise the sales in its CDMO business to 200 billion yen by the year through March 2025, double the figure for the year that ended in March 2021, and achieve annual sales growth of 20% in subsequent years.","news_type":1,"symbols_score_info":{"FUJIF":0.9}},"isVote":1,"tweetType":1,"viewCount":3244,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/872551136"}
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